Steward Partners Investment Advisory’s FT Vest US Equity Moderate Buffer ETF April GAPR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $370K | Buy |
9,670
+920
| +11% | +$35.2K | ﹤0.01% | 1443 |
|
2025
Q1 | $329K | Hold |
8,750
| – | – | ﹤0.01% | 1399 |
|
2024
Q4 | $328K | Sell |
8,750
-7,708
| -47% | -$289K | ﹤0.01% | 1356 |
|
2024
Q3 | $605K | Hold |
16,458
| – | – | 0.01% | 1033 |
|
2024
Q2 | $587K | Buy |
16,458
+7,708
| +88% | +$275K | 0.01% | 995 |
|
2024
Q1 | $295K | Hold |
8,750
| – | – | ﹤0.01% | 1265 |
|
2023
Q4 | $286K | Hold |
8,750
| – | – | ﹤0.01% | 1237 |
|
2023
Q3 | $268K | Hold |
8,750
| – | – | ﹤0.01% | 1164 |
|
2023
Q2 | $272K | Buy |
+8,750
| New | +$272K | ﹤0.01% | 1159 |
|